Fiduciary Focus: Evaluating Target Date Fund Suitability

As more and more retirement plan participants utilize target date funds (TDFs) as their primary investment option, the liability to plan sponsors may be looming on the horizon. The Department of Labor (DOL) has provided guidance to assist plan fiduciaries in selecting and monitoring TDFs, so now may be the time to evaluate the suitability of your plan’s TDFs. Join us for an educational webinar where we will discuss the TDF selection and suitability process that you should follow in order to help decrease your liability and enhance your participants’ retirement outcomes.

This webinar will discuss the following key topics:

  • Fiduciary duties regarding TDFs
  • Conducting a TDF suitability analysis
  • Understanding TDF risk postures
  • The evolution of TDFs
  • Documenting your selection process

Guest Speaker

Kellen M. Foley, CFA, flexPATH Investment Consultant, Retirement Plan Advisory Group

Kellen M. Foley, CFA, flexPATH Investment Consultant, Retirement Plan Advisory Group

Kellen is a Small Cap Equity Analyst and Investment Consultant at RPAG. He conducts independent research on small cap mutual funds and collective trusts using a proprietary quantitative modeling system and qualitative research to select and monitor sub-advisors for flexPATH target date funds. He consults to institutional clients on the investment details and advantages of flexPATH target date funds.

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